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Legacy Harbor Advisors

60 Legacy Harbor Advisors Jobs Hiring Near You

Baker Boyer

Business Advisor I

Walla Walla, WA · On-site

$81K - $110K/yr

AD&D & Life Insurance * Long Term Disability * 401(k) - 100% safe harbor match up to 6%, plus an ... DS Baker Advisors work together to meet the personal, business, investment, planning and legacy ...

Baker Boyer Bank

Business Advisor I

Walla Walla, WA · On-site

$81 - $110/hr

AD&D & Life Insurance * Long Term Disability * 401(k) - 100% safe harbor match up to 6%, plus an ... DS Baker Advisors work together to meet the personal, business, investment, planning and legacy ...

Safe Harbor Wills and Trusts

Attorney At Law

Camillus, NY · On-site

$90K - $95K/yr

Advise clients by weighing available options toward a successful outcome and plan a course of ... Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings. Safe Harbor ...

Baker Boyer

Senior Wealth & Trust Advisor

Walla Walla, WA · On-site

$107K - $166K/yr

AD&D & Life Insurance * Long Term Disability * 401(k) - 100% safe harbor match up to 6%, plus an ... Advisors work together to meet the personal, business, investment, planning, and legacy goals of ...

Baker Boyer

Wealth & Trust Advisor

Yakima, WA · On-site

$93K - $144K/yr

AD&D & Life Insurance * Long Term Disability * 401(k) - 100% safe harbor match up to 6%, plus an ... Advisors work together to meet the personal, business, investment, planning, and legacy goals of ...

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Business Advisor I

Baker Boyer

Walla Walla, WA • On-site

$81K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

About Baker Boyer:
Baker Boyer is the oldest independently owned community bank in Washington. We are trusted financial advisors, serving the Walla Walla valley, Kennewick and Yakima communities, providing wealth management as well as personal and business banking services.
  • Salary:
    • Business Advisor- $81,020 - $110,000 annually.
    • Incentive Plan: Additional incentive pay is offered based on candidate's experience and skill level
    • Great Benefits! Medical, Dental, Vision plans with additional:
      • AD&D & Life Insurance
      • Long Term Disability
    • 401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary.
    • Paid Leave-
      • 22 days of Vacation time - The annual Vacation accrual increases by a day after the first five years, and an additional half day after 10 years, reaching the maximum Vacation accrual of 32 days at year 20.
      • 3 Revive & Renew (R&R) days - We understand the importance of unwinding and recharging, so these R&R days are loaded on the first of each year (prorated for new hires based on the quarter in which they're hired).
    • 11 Paid Federal Holidays annually*
      *Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays.
      • Life Assistance Plan
      • Free access to financial counselors
      • Employee Wellness Program
      • 8 hours of paid volunteer time annually

About DS Baker Advisors:
This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. DS Baker Advisors takes a client centered approach in meeting their diverse, individualized, and often transforming needs. Should a multi-faceted financial relationship develop, DS Baker Advisors work together to meet the personal, business, investment, planning and legacy needs of the client.
About the Business Advisor's Role:
As a member of the DS Baker Advisors team, the primary role of the business advisor is to attract new business relationships, evaluate and identify the risks associated with DS Baker Advisor clients or prospects that have a need for credit facilities. The business advisor will retain all clients with a team approach to service, including deposit and cash management activity.
Key Responsibilities:
Expert Responsibilities
  • Execute/set pricing and structuring of business client requests within established guidelines and respond to clients and prospects who are requesting these credit/deposit services.
  • Research and gather information to mitigate/understand the risks associated with the client relationship and submit through appropriate channels to obtain approval. Communication of client request decisions whether approved, modified or declined.
  • Serve as an advisor to the client to communicate and resolve questions about the details of any relevant credit administration issues created through the loan approval process such as decision, structure, pricing, and renewals of those facilities.
  • Manage the on-going credit administration of assigned client relationships, keeping other team members informed of any significant developments.
  • Schedule, coordinate and facilitate team meeting(s) with clients.
  • Work with their credit analyst to identify legacy plan prospects from their existing books of business and then meet with the family advisor to discuss calling strategy.
  • Build their advisor knowledge by being actively involved in training related to business succession, legacy plans, and building value in a business.

Development Responsibilities:
  • Actively prospect and participate in client retention calls and efforts to increase existing revenue, cement the relationship, build new revenue, and obtain appropriate referrals.
  • Develop and maintain close relationships with team members and other "centers of Influence."
  • Identify and engage clients in business succession discussions.
  • Educate clients about services that would assist them in building value in their business.
  • Maintain the required continuing education credits necessary for their position.
  • Participate in community activities for business development and for a healthier community.
  • Business development: Meet or exceed annual sales and retention goals as established by management.

Team Responsibilities:
  • Embraces the team advisory approach. Is proactive to build and maintain positive relationships internally and cross-departmentally.
  • Team with a family advisor in the early stages of their prospecting efforts.
  • Promote team calling activity, build trust amongst team members, and timely document all client activity and contact.
  • Attend pre-planning and strategy meetings with the DS Baker advisors and their support staff to begin the process of identifying cross sale opportunities.
  • Educate other team members by involving them in their business client meetings.
  • Proactively seek out information, resources, and expertise of internal and external subject matter experts, based on client needs.
  • Assure all team members are fully informed of all client interactions by documenting all client interactions and data using the customer relationship management software and processes available.
  • Other duties as assigned.

Education and Experience:
Graduation from a four-year college or university with a degree in Finance, Accounting, Business or related field. Two to four years in client-facing or sales role, where a primary responsibility was client retention and growth of client relationship, preferably in banking, finance or accounting environment. Or any equivalent combination of education, experience, and training that provides the required knowledge and abilities to do the job. This could include: experience as a lender, managing banking relations, advising clients on business risks, cash management, referrals to partners and/or teams.
Skills and Qualifications
  • Demonstrated leadership proficiency and ability to motivate and work with a client-centered team.
  • Strong computer literacy, including Microsoft Office. Demonstrated ability to efficiently learn new programs and to proficiently use and interpret data provided by software tools.
  • Seeks out and participates in ongoing education to maintain credit proficiency and mitigate the risks of credit facilities.
  • Demonstrated superior customer care and client retention skills.
  • Proactive to build and maintain positive relationships internally and cross-departmentally.
  • Ability to facilitate effective team decision making, relying on team members' expertise, knowledge, and relationship with the client.
  • Ensure all team resources are aligned with clients' overall needs.
  • Demonstrated excellent time management and organizational skills.
  • Leads by example, with approach to work and client exemplifying professionalism both in appearance and attitude.

Attributes/Expectations
  • Prudent- Self-motivated to take a common sense approach to doing what is right for relationships and long term outcomes, not short term gains.
  • Authoritative- You are knowledgeable and trustworthy- others are eager to come to you with referrals or to ask for advice/counsel.
  • Relatable- You care deeply about the client and our internal relationships, and are present and accessible in the areas we serve (Walla Walla, Tri-Cities and Yakima).
  • Empowering- Your approach to coaching and advise to both clients and peers is proactive, inclusive and transparent. You are open and motivated to build upon your skills and share your knowledge with others.
  • Counselor approach- You take a professional, consultative approach with your clients and teams. You first seek to listen, understand and then act, always putting the client or team before the individual or ego.

Physical Demands/Conditions Requirements:
The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, write, type, speak, & listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company.
Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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